Create transcript tickets when deals close for hearings
Create transcript tickets when deals close for hearings
Your closed-won deals needing transcripts for hearings lack a tracked request, creating ordering delays. Create a ticket per deal so legal coordinators can triage requests the same day.
Overview
When deals close for hearings, transcript ordering must start immediately or fulfillment stalls and deadlines are at risk. This workflow creates and links a transcript request ticket to the deal so legal coordinators can triage and start orders the same day.